WESTCO ADVISORY SERVICES INC /ADV: 13F holdings

CIK 9463102026Q2

Positions99
Reported value$165.7m
Filed2026-07-28

Change since last quarter

Positions99 (-5 vs prior quarter)
Reported value$165.7m (+6.5%)

Top 10 holdings

SecuritySharesValueWeight
SPY STATE STR SPDR S&P 500 ETF T37,092$27.7m16.7%
AAPL APPLE INC58,715$17.0m10.3%
GS GOLDMAN SACHS GROUP INC15,318$15.5m9.4%
JPM JPMORGAN CHASE & CO29,166$9.5m5.8%
SEAGATE TECHNOLOGY HLDNGS PL7,950$7.7m4.6%
BRK-B BERKSHIRE HATHAWAY INC DEL11,104$5.6m3.4%
MSFT MICROSOFT CORP13,231$4.9m3.0%
CLS CELESTICA INC11,047$4.0m2.4%
GOOGL ALPHABET INC9,145$3.3m2.0%
ODFL OLD DOMINION FREIGHT LINE IN14,490$3.1m1.9%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="946310")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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